Remote Client Onboarding Specialist

AO Garcia Agency; Lubbock (TX); Remote; USD 45,000 - 65,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance, engaging them via web presentations and collaborating with a growing team. Work-life balance and a flexible schedule are emphasized, with leadership involvement throughout the process.

The position focuses on meaningful work that helps families, requires clear communication, and a disciplined, process-driven approach to client engagements.

Qualifications

• Clear, human communication.
• Ability to work with minimal supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Deliver information via web presentations.
• Partner with a growing team to mentor and assist clients.

Skills

Clear communication

Self-discipline

Process adoption

Benefits conversation interest

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance, engaging them via web presentations and collaborating with a growing team. Work-life balance and a flexible schedule are emphasized, with leadership involvement throughout the process.

The position focuses on meaningful work that helps families, requires clear communication, and a disciplined, process-driven approach to client engagements.